Q4 2019 |
86 |
$221M |
+$9.35M |
-$4.3M |
+$5.04M |
SCHF, AAPL, VSS, IEMG, GOOG
|
13F-HR |
1/29/2020, 05:23 PM |
Q3 2019 |
85 |
$203M |
+$10.7M |
-$2.59M |
+$8.08M |
SCHF, AAPL, VSS, IEMG, XLY
|
13F-HR |
11/7/2019, 03:11 PM |
Q2 2019 |
83 |
$191M |
+$21.2M |
-$16.7M |
+$4.53M |
SCHF, VSS, AAPL, IEMG, XLY
|
13F-HR |
8/8/2019, 10:52 AM |
Q1 2019 |
81 |
$181M |
+$8.45M |
-$756K |
+$7.7M |
SCHF, AAPL, VSS, VBR, XLY
|
13F-HR |
5/10/2019, 02:42 PM |
Q4 2018 |
74 |
$152M |
+$38.2M |
-$27.4M |
+$10.8M |
SCHF, VSS, AAPL, VBR, XLY
|
13F-HR |
2/8/2019, 04:48 PM |
Q3 2018 |
71 |
$158M |
+$11.6M |
-$2.73M |
+$8.87M |
IEFA, AAPL, XLY, HD, BDX
|
13F-HR |
10/31/2018, 04:26 PM |
Q2 2018 |
67 |
$141M |
+$5.14M |
-$5.45M |
-$312K |
AAPL, XLY, HD, GOOG, V
|
13F-HR |
8/8/2018, 02:05 PM |
Q1 2018 |
63 |
$136M |
+$4.38M |
-$7.52M |
-$3.13M |
AAPL, XLY, DXJ, HD, GOOG
|
13F-HR |
5/9/2018, 01:13 PM |
Q4 2017 |
65 |
$142M |
+$5.46M |
-$4.77M |
+$685K |
AAPL, DXJ, XLY, HD, GOOG
|
13F-HR |
2/1/2018, 05:16 PM |
Q3 2017 |
66 |
$124M |
+$5.53M |
-$3.54M |
+$1.99M |
AAPL, DXJ, HD, XLY, GOOG
|
13F-HR |
11/7/2017, 02:51 PM |
Q2 2017 |
63 |
$128M |
+$5.56M |
-$4.98M |
+$583K |
AAPL, XLY, DXJ, HD, BDX
|
13F-HR |
7/26/2017, 04:00 PM |
Q1 2017 |
63 |
$124M |
+$2.96M |
-$1.46M |
+$1.49M |
AAPL, XLY, HD, BDX, GD
|
13F-HR |
4/28/2017, 02:37 PM |
Q4 2016 |
64 |
$116M |
+$13.9M |
-$14.6M |
-$780K |
XLY, AAPL, HD, GD, BDX
|
13F-HR |
2/6/2017, 10:59 AM |
Q3 2016 |
63 |
$108M |
+$3.87M |
-$6.67M |
-$2.8M |
TOTL, AAPL, XLY, SPG, BDX
|
13F-HR |
11/3/2016, 04:57 PM |
Q2 2016 |
62 |
$119M |
+$4.62M |
-$4.77M |
-$151K |
TOTL, SPG, XLY, BDX, AAPL
|
13F-HR |
7/21/2016, 10:21 AM |
Q1 2016 |
62 |
$111M |
+$5.5M |
-$12.8M |
-$7.35M |
TOTL, AAPL, SPG, XLY, HD
|
13F-HR |
4/27/2016, 11:00 AM |
Q4 2015 |
66 |
$123M |
+$11.3M |
-$9.79M |
+$1.51M |
TOTL, XLY, SPG, AAPL, HD
|
13F-HR |
1/26/2016, 10:17 AM |
Q3 2015 |
65 |
$118M |
+$17.2M |
-$8.01M |
+$9.21M |
TOTL, IWN, AAPL, XLY, SPG
|
13F-HR |
10/30/2015, 10:00 AM |
Q2 2015 |
67 |
$117M |
+$7.31M |
-$4.87M |
+$2.44M |
IWN, TOTL, AAPL, XLY, SPG
|
13F-HR |
7/27/2015, 10:12 AM |
Q1 2015 |
65 |
$116M |
+$7.73M |
-$8.33M |
-$600K |
IWN, AAPL, XLY, SPG, UTX
|
13F-HR |
4/27/2015, 12:34 PM |
Q4 2014 |
67 |
$116M |
+$8.41M |
-$4.33M |
+$4.08M |
IWN, AAPL, XLY, SPG, UTX
|
13F-HR |
1/26/2015, 10:07 AM |
Q3 2014 |
66 |
$105M |
+$4.5M |
-$2.34M |
+$2.15M |
AAPL, XLY, SPG, UTX, GD
|
13F-HR |
10/22/2014, 02:24 PM |
Q2 2014 |
68 |
$104M |
$0 |
$0 |
|
AAPL, XLY, SPG, UTX, XLF
|
Restatement |
8/5/2014, 05:21 PM |